RA
SOLV icon

Rise Advisors’s Solventum SOLV Stock Holding History

Rise Advisors’s Portfolio SOLV Stock Details SOLV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-7
Closed -$511 – 1487
2025
Q3 		$511 Hold
7
– – ﹤0.01% 1408
2025
Q2 		$531 Hold
7
– – ﹤0.01% 1401
2025
Q1 		$532 Sell
7
-82
-92% -$6.11K ﹤0.01% 1362
2024
Q4 		$5.88K Sell
89
-14
-14% -$980 ﹤0.01% 1044
2024
Q3 		$7.18K Sell
103
-5
-5% -$301 ﹤0.01% 1058
2024
Q2 		$5.71K Buy
+108
New +$6.56K ﹤0.01% 1069

Other funds holding SOLV

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
IFP
Independent Franchise Partners London, United Kingdom $14.3B AUM 3.49% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
TFM
Trian Fund Management New York $3.86B AUM 26.59% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
DSA
Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return